Our Thoughts

Eight Questions To Ask When Choosing A Financial Advisor: #1

#1 “What experience do you have?”

Last November Dan wrote a blog post titled “Find a Financial Advisor Who Has Worked With More Money Than Your Nest Egg”, in case you missed it, here is the link. We believe that knowing what experience your advisor has is important. How does the advisors experience relate to their service offer? Has the advisor worked with someone in a similar position to you before?

Marjorie, Dan, Jon, and the team have over 40 years of combined experience serving clients as CFP® certified Financial Advisors. Our clients are typically business owners, entrepreneurs, executives, and families, however if I have to label our clients, I prefer to say that they are smart people, looking for expertise on making life and financial decisions. Is that you? Click here to learn more and contact us.